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Darrell & King’s JPMorgan Chase JPM Stock Holding History

Darrell & King’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$29.1M Sell
229,203
-2,529
-1% -$283K 4.6% 12
2020
Q3 		$22.3M Sell
231,732
-2,817
-1% -$277K 4.58% 13
2020
Q2 		$22.1M Buy
+234,549
New +$22.3M 4.09% 17
2018
Q1 		– Sell
-389,338
Closed -$41.6M – 59
2017
Q4 		$41.6M Sell
389,338
-1,150
-0.3% -$116K 5.73% 4
2017
Q3 		$37.3M Sell
390,488
-7,800
-2% -$719K 5.33% 7
2017
Q2 		$36.4M Sell
398,288
-23,315
-6% -$2.01M 5.46% 5
2017
Q1 		$37M Sell
421,603
-7,803
-2% -$688K 6.07% 3
2016
Q4 		$37.1M Sell
429,406
-24,813
-5% -$1.89M 5.98% 2
2016
Q3 		$30.2M Sell
454,219
-14,515
-3% -$946K 5.21% 7
2016
Q2 		$29.1M Sell
468,734
-9,773
-2% -$610K 5.45% 9
2016
Q1 		$28.3M Sell
478,507
-28,552
-6% -$1.67M 5.36% 7
2015
Q4 		$33.5M Buy
+507,059
New +$33M 5.59% 2

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Darrell & King's JPM Position: Q4 2020 in Review

Darrell & King reduced its JPMorgan Chase (JPM) stake by 1.1% in Q4 2020, selling an estimated $283K and leaving 229,203 shares worth $29.1M. The position accounts for 4.6% of the portfolio, ranked #12.

Darrell & King first reported a position in JPM in Q4 2015 and has held it in 12 quarters since. The position peaked at $41.6M in Q4 2017. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Darrell & King held 229,203 shares of JPMorgan Chase worth $29.1M as of Q4 2020.
  • Darrell & King sold 2,529 JPMorgan Chase shares in Q4 2020, an estimated $283K.
  • JPMorgan Chase made up 4.6% of Darrell & King's portfolio in Q4 2020, its #12 holding.
  • Darrell & King first reported a position in JPMorgan Chase in Q4 2015 and has held it in 12 quarters since.
  • Darrell & King's JPMorgan Chase position peaked at $41.6M in Q4 2017.
  • 3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Darrell & King's 13F filing for Q4 2020, filed 15 Jan 2021.